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ALPS Clean Energy ETF
ACES

44 hedge funds and large institutions have $61.1M invested in ALPS Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

15% less funds holding

Funds holding: 52 → 44 (-8)

36.56% less ownership

Funds ownership: 88.19% → 51.63% (-37%)

50% less capital invested

Capital invested by funds: $122M → $61.1M (-$60.5M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
44
Holders Change
-8
Holders Change %
-15.38%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$1.13M
4
FTUS
Flow Traders U.S.
New York
+$713K
5
Millennium Management
Millennium Management
New York
+$439K

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$48.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.86M
3
Truist Financial
Truist Financial
North Carolina
-$774K
4
NWA
Navis Wealth Advisors
New York
-$655K
5
VF
Virtu Financial
New York
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$37.8M -$48.5M -1,754,620 -56%
GS
2
GTS Securities
New York
$2.97M +$2.48M +89,843 +372%
Jane Street
3
Jane Street
New York
$2.41M +$327K +11,837 +15%
Morgan Stanley
4
Morgan Stanley
New York
$2.36M +$214K +7,733 +9%
Wealthfront Advisers
5
Wealthfront Advisers
California
$2.36M +$1.13M +40,849 +82%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.08M +$1.46M +52,697 +193%
Millennium Management
7
Millennium Management
New York
$1.93M +$439K +15,881 +27%
MD
8
Money Design
Japan
$1.31M -$226K -8,160 -14%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$1.24M +$69.5K +2,513 +6%
FTUS
10
Flow Traders U.S.
New York
$1.21M +$713K +25,767 +123%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$939K -$5.86M -211,943 -85%
Bank of America
12
Bank of America
North Carolina
$889K -$16.2K -585 -2%
LPL Financial
13
LPL Financial
California
$818K -$288K -10,406 -25%
UBS Group
14
UBS Group
Switzerland
$584K -$214K -7,722 -26%
Wells Fargo
15
Wells Fargo
California
$531K +$14.5K +523 +3%
Citigroup
16
Citigroup
New York
$268K +$260K +9,387 +1,043%
TAM
17
Trillium Asset Management
Massachusetts
$260K – – –
TM
18
TigerOak Management
New Mexico
$248K +$263K +9,520 New
TWP
19
Tempus Wealth Planning
California
$232K +$24.1K +870 +11%
US Bancorp
20
US Bancorp
Minnesota
$227K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$127K -$18.9K -682 -12%
BCM
22
Blume Capital Management
California
$91.1K -$13.8K -500 -13%
CFGS
23
Concourse Financial Group Securities
Alabama
$74.8K +$249 +9 +0.3%
Osaic Holdings
24
Osaic Holdings
Arizona
$31.4K -$24.2K -876 -42%
LDB
25
Lee, Danner & Bass
Tennessee
$31.2K +$33.2K +1,200 New
1
2 3

ACES Hedge Fund Activity: Q4 2024 in Review

44 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2024, worth a combined $61.1M — down 50% from $122M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACES and 6 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was GTS Securities, adding an estimated $2.48M. The largest seller was CIBC Private Wealth Group, cutting an estimated $48.5M.

  • 44 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2024, down from 52 in Q3 2024.
  • Funds reported $61.1M of ALPS Clean Energy ETF stock for Q4 2024, down 50% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q4 2024 and 14 closed out, a net change of -8 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2024 was GTS Securities, an estimated $2.48M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2024 was CIBC Private Wealth Group, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2024.